The Agency CRM
The Agency CRM: A broad agency CRM that connects sales, delivery, billing, and client work. Ranked #13 of 33 in Professional Services CRM Software by our editors (8.1/10); pricing: Free plan · 7-day trial; best for agencies needing CRM plus project delivery.
At a glance
- Editor score8.1 / 10
- PricingFree plan · 7-day trial
- Best forAgencies needing CRM plus project delivery
- Free planYes
- Paid from€29/mo
- Workflow automationAdvanced
- Founded2019 · Netherlands
- Facts checked21 Sep 2026
Where it wins
- Connects pipelines, proposals, projects, invoicing, and client portals
- Free plan includes basic CRM, pipeline tools, 41+ connectors, and email support
- Supports automation, AI assistance, e-signatures, time tracking, and payment integrations
Where it doesn't
- Paid plans start at €29 per month, excluding VAT
- Advanced capabilities and higher limits are reserved for paid tiers
- Its broad feature set may be more than a narrowly focused CRM requires
Our verdict on The Agency CRM
The Agency CRM is an all-in-one customer relationship and operations platform for agencies, IT companies, consultancies, and other service businesses. It follows the client lifecycle from lead capture and visual pipeline management through proposals, e-signatures, project delivery, time tracking, invoicing, retainers, and client feedback. Teams can also manage email marketing, workflow automation, AI-assisted quotes and summaries, and client portals from the same system. Web, iOS, Android, and API access support different operating models.
Pricing is structured as a freemium model with a seven-day free trial that requires no credit card. The Free plan includes basic CRM and pipeline features, 41+ connectors, and email support. Starter costs €29 per month and adds basic automations, 500 AI credits per month, and white-label email. Pro costs €79 per month and adds unlimited clients, unlimited invoices, AI writer and scraper tools, advanced automations, and full white-label capabilities. Business costs €199 per month and adds multi-tenant white-label, API access, webhooks, priority support, dedicated onboarding, and custom domains on all tenants. Enterprise adds custom AI models, a dedicated success manager, an SLA and uptime guarantee, and SSO, SAML, and SCIM. Paid plans are billed monthly in EUR, excluding VAT.
Its ecosystem covers Gmail and Outlook synchronization, Google Calendar, Slack, Stripe, Mollie, WhatsApp, Zapier, Exact Online, Moneybird, Make, and a REST API. The platform is suited to agencies that want sales and service operations connected rather than split across separate tools. The Free plan offers a low-commitment starting point, while larger teams can add white-labeling, automation, API capabilities, and enterprise controls. Organizations seeking only a focused contact database or sales pipeline may find its project, billing, marketing, and client-portal scope broader than necessary.
Your product? Our editors can test The Agency CRM in depth and publish a review, labelled as paid · from $149/mo →
The Agency CRM pricing
All 5 The Agency CRM plans and prices →
The Agency CRM fact sheet
| Free plan | Yes |
|---|---|
| Paid from | €29/mo |
| Lead capture | Yes |
| Proposal management | Yes |
| Client portal | Yes |
| Email sync | Yes |
| Workflow automation | Advanced |
| Project tracking | Yes |
| Free trial | 7 days · no card needed |
| Deployment | Cloud, Mobile |
| Platforms | Web, iOS, Android |
| Compliance & security | GDPR, SSO/SAML, 2FA |
| Support | Email, Live chat, Phone, Community, Docs |
| Built for | Solo, Small business, Mid-market, Enterprise (editorial estimate) |
| Integrations | 41+ integrations: Gmail, Outlook, Google Calendar, Slack, Stripe, Mollie … See all → |
| Pricing | Free plan · 7-day trial (source) |
| Website | theagencycrm.nl |
| Facts checked | 21 Sep 2026 |
The Agency CRM integrations
The Agency CRM lists 41+ integrations on its own site — the 12 named here are the ones its pages call out.
- Gmail
- Outlook
- Google Calendar
- Slack
- Stripe
- Mollie
- Zapier
- Exact Online
- Moneybird
- Make
- REST API
See all The Agency CRM integrations →
Alternatives to The Agency CRM
- HubSpot CRMA mature free CRM foundation with broad integrations and paid-tier expansion.9.4
- Zoho CRMA broad CRM for growing teams that need sales, marketing, automation, and AI in one system.9.2
- PipedriveA broad sales CRM for teams that need visual pipelines, automation and forecasting.9.1
See all The Agency CRM alternatives →
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The editor score above is our own research. What this page doesn't have yet is a reader's view — what you used The Agency CRM for, what worked and what didn't. No stars are seeded and no review is paid for; an editor reads every one before it appears.
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Reviewed by iTechGuides Editors · Editorial team · Updated Oct 2026
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